AI Doomsday Warnings Unlikely to Slow IPOs, but Questions Linger
A fortnight of AI doomsday warnings, from Jacob Coxon’s resignation to Dario Amodei’s call to pace frontier AI, has not deterred investors: Polymarket put an Anthropic IPO by year-end at 87%, and OpenAI is discussing a round at $1.2 trillion or more. We set out the timeline, the bull case (Gerstner, Buyer), the bear case (Palihapitiya, Burry, Eisman), what the companies say, and the SEC risk-factor rule that will force the debate into a legally binding document.